ZipRecruiter

Log In

1

Wealth Advisor Near Me Jobs (NOW HIRING)

Corient Private Wealth LLC

Associate Wealth Advisor

Boston, MA · On-site

$100K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

BNY Mellon

Director, Wealth Advisor

San Francisco, CA · On-site

$127K - $250K/yr

... nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ... We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth ...

BNY

Director, Wealth Advisor

San Francisco, CA · On-site

$127K - $250K/yr

... nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ... We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth ...

Ci

Associate Wealth Advisor

San Diego, CA · On-site

$80K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

BNY

Director, Wealth Advisor - BNY

Pittsburgh, PA · On-site

... nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ... We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth ...

Ci

Associate Wealth Advisor

Menlo Park, CA · On-site

$100K - $162K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Ci

Associate Wealth Advisor

Seattle, WA

$96K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Corient Private Wealth LLC

Wealth Analyst

Menlo Park, CA · On-site

$65K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Brings forth observations to Lead Advisors regarding clients * Limited oversight on simple projects ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Corient Private Wealth LLC

Senior Wealth Analyst

Boston, MA · On-site

$80K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Brings forth observations to Lead Advisors regarding clients * Limited oversight on simple projects ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

previous pagenext page

Showing results 21-40

All Jobsremote JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Advisor Near Me Jobs

Wealth Advisor Near Me information

See salary details

$47K

$103.1K

$148.5K

How much do wealth advisor near me jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth advisor near me in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who helps individuals and families manage their finances, investments, and long-term wealth planning. They offer personalized advice on topics like retirement planning, tax strategies, estate planning, and investment management. By understanding your financial goals and risk tolerance, a wealth advisor creates tailored strategies to help you grow and protect your wealth. Working with a local wealth advisor can provide you with in-person guidance and ongoing support for your financial journey.

What are the key skills and qualifications needed to thrive as a wealth advisor?

To thrive as a Wealth Advisor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree in finance or a related field and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is often required. Excellent interpersonal skills, active listening, and trustworthiness help build and maintain client relationships. These competencies are crucial for delivering tailored financial advice, growing client assets, and upholding fiduciary responsibilities.

What are some common challenges wealth advisors face when building a client portfolio, and how can these be addressed?

Wealth Advisors often encounter challenges such as establishing trust with new clients, understanding complex financial needs, and competing with other advisors in the area. To address these, advisors must develop strong communication skills, stay updated on financial regulations, and tailor their strategies to each client's goals. Building a solid reputation through networking, providing value-added services, and continuous professional development also help in overcoming these challenges and growing a robust client portfolio.

What is the difference between Wealth Advisor Near Me vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate firms, banks, or independentIndependent or firm-based
Primary FocusInvestment management and wealth growthComprehensive financial planning
Client InteractionHigh-net-worth individuals, ongoing managementAll income levels, holistic planning

Wealth Advisors Near Me typically focus on investment strategies and managing high-net-worth clients' assets, often requiring advanced certifications. Financial Planners provide broad financial advice, including budgeting, retirement, and estate planning, for a wider client base. Both roles may overlap, but Wealth Advisors tend to specialize in wealth growth and investment management, while Financial Planners offer comprehensive financial guidance.

How do I become a wealth advisor?

To become a wealth advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in financial services. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects. Strong interpersonal skills, knowledge of investment strategies, and proficiency with financial planning tools are also important.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.
More about Wealth Advisor Near Me jobs

What cities are hiring for Wealth Advisor Near Me jobs?

Cities with the most Wealth Advisor Near Me job openings:

What states have the most Wealth Advisor Near Me jobs?

States with the most job openings for Wealth Advisor Near Me jobs include:

What job categories do people searching Wealth Advisor Near Me jobs look for?

The top searched job categories for Wealth Advisor Near Me jobs are:

Wealth Advisor Near Me jobs near you
Infographic showing various Wealth Advisor Near Me job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Associate Wealth Advisor

Corient Private Wealth LLC

Boston, MA • On-site

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
  • Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
  • Advanced capability of all wealth, investment, and financial planning processes
  • Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
  • Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
  • Mentoring others and providing oversight of work
  • Primary role is as secondary advisor
  • Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
  • Business process - understanding of client contracts, fee schedules and the onboarding process
  • Solid/active relationships with COI peers; provides critical support to client team revenue

Qualifications & Requirements
  • Bachelor's degree
  • 4-8 years' experience
  • CFP, CFA, CPA, JD, or MBA required
  • Advanced knowledge of financial planning concepts and processes
  • Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Competencies
  • Developing others
  • Relationship/Practice Management
  • Detail-oriented with excellent analytical and organization skills
  • Communicate effectively, both orally and in writing
  • High emotional intelligence and situational awareness
  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $100,000- 140,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Apply